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MegaTrends

Mega Trend: India Senior Care

Source: Investor Presentation of Max India Ltd

Categories
Links

Linkfest: 14 September, 2023

Some stuff I am reading today morning:

Lenders should release property documents within 30 days (BS)

Bombay Dyeing to sell Worli land to Sumitomo (BT)

Tesla to source $1.9 Billion from India (Rediff)

Credit on UPI kicks off (Forbes)

11 Lessons from S Naren (Morningstar)

Interview with Renaissance Technologies CEO, Peter Brown (GS)

Birinyi’s Axioms (Big Picture)

Bitcoin Bros never learn (DR)

Digital habits matter (Seth Godin)

Missing the point about money (Tony Isola)

Categories
ConferenceCall

USL: Indian Single Malt

Source: Earnings Call of United Spirits Ltd

Categories
Power

Snapshot: India Electricity

Source: Investor Presentation of GE T&D India Ltd

Categories
Links

Linkfest: 13 September, 2023

Some stuff I am reading today morning:

India’s retail inflation falls below 7% (BS)

Apple launches iPhone 15 (CNBC)

E-bus tender bids to get aggressive (FE)

China solar capacity to hit 1TW by 2026 (Oil Price)

How good is Samir Arora’s returns? (MC)

Sector: Cement (Forbes)

Company: Hamdard Laboratories (Fortune)

Winning stocks keep winning (The Market)

Few losers, or more winners? (Howard Marks)

What A-Rod learnt from Buffett & Magic Johnson (The Street)